Financial advisor serving goal-minded investors.

My pursuit is to help people make smart decisions with their money. We start by understanding what’s important to you, then create personalized strategies to get to your goals, all the while partnering throughout life to help keep you on track.

Imagine you own a nice boat and hire me to help; together, we navigate the financial waters of life. This can involve creating and growing wealth, protecting and preserving that wealth, turning it into lifetime income during retirement, at some point passing it on as an estate at death, and doing all that as tax efficiently as possible.

Solving problems is in my nature – and I really like it when a strategy comes together. Using this trait along with accumulated knowledge and experience creates a solid foundation for the planning process.

Part of providing the highest standards of guidance, I have worked hard to achieve advanced professional credentials – two being the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Life Underwriter® designation.

Putting this all together is the real enjoyment. It’s like seeing the picture before starting the puzzle.

My message for staying centered is to focus on goals over just the investments, solutions versus simply buying products, and results as much as performance.

Clients come to us not necessarily trying to find better but sometimes just needing different. As life happens – retirement, new job, moving, blending families, college, caregiving, inheritance, etc. – it brings change. This may create a need for rollovers, consolidation, simplification and proper planning. Ultimately, success is found by giving your money purpose while tying it back to a clear goal.

I'm a native Texan, born in Houston, and have called Tyler home since 1994. Staying connected with family and friends gets a lot of attention. Being outdoors and keeping an active lifestyle is where I gravitate. I'm a graduate of Leadership Tyler and continually serve the community through several professional and non-profit organizations in volunteer and leadership roles.

If you are serious about achieving your financial goals, that's what I do. Please let me know how I can help…

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • New Investors

My Personal Interests

  • Traveling
  • Sailing
  • Mountain Biking
  • Outdoor Enthusiast
  • Music

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